User roles aur permissions kaise set up kare

Roles create karo, platform access configure karo, aur module-level permissions set karo

Updated 10 February 2026

User Permission se aap roles create kar sakte ho jo control karte hain ki aapke team members WhatChimp mein kya access kar sakte hain.

Yahan jao: Sidebar > User Permission

User Permission page roles ki list dikha raha hai

Role create karna

  1. Page ke top par Create par click karo.
  2. Ek Team Role Name enter karo (jaise, "Support Agent", "Sales Team Leader").
  3. Platform access aur module permissions configure karo (neeche dekho).
  4. Save karne ke liye Update par click karo.

Platform access

Har role mein teen platform toggles hain. Toggles "Disable" kehte hain — toh unhe OFF rakhna matlab platform enabled hai.

ToggleOFF =ON =
Disable WhatsAppWhatsApp enabledWhatsApp blocked
Disable FacebookFacebook enabledFacebook blocked
Disable InstagramInstagram enabledInstagram blocked

WhatsApp-only role ke liye, "Disable WhatsApp" ko OFF rakho aur baaki do ko ON karo.

Role edit page dikha raha hai role name aur platform access toggles

Module permissions

Platform toggles ke neeche module list hai. Har module mein hai:

  • Ek toggle — ON karo access dene ke liye, OFF karo block karne ke liye
  • CRUD checkboxes (kuch modules) — Create, Update, Delete, aur Special

Saare modules mein CRUD nahi hai. Kuch (jaise Bot Manager ya Live Chat) bas on ya off hain.

Agent role dikha raha hai Subscribers enabled with full CRUD permissions checked

Available modules

Core: Connect Account, Subscribers, Bot AI Token, Incoming Message to Webhook URL, Bot Manager, Live Chat, Live Chat - Number Mask, Live Chat - Translator, Live Chat - Advanced

Marketing: Broadcast, Social Posting, Comment Automation

WhatsApp: Appointment System, Click Ads, Carousel Template, Webhook Workflow, Flows, Catalog, WordPress/Shopify Integration

Integrations: Webchat Bot, HTTP API, Google Calendar, Google Contacts, Google Sheet, Telegram Group Manager

Admin: Control Panel - Settings, Transactions, Package & Role, User & Team, API Developer

AI: Bot AI Agent, Bot AI Assistant

Role editor ka middle section WhatsApp aur integration modules dikha raha hai

Bottom section admin aur AI modules dikha raha hai Update button ke saath

Example roles

RolePlatformsKey Modules
AgentSirf WhatsAppSubscribers (full CRUD), Live Chat, Translator, Live Chat Advanced
Team LeaderSirf WhatsAppSab kuch jo Agent ke paas hai + Bot Manager
Full AdminSaare platformsSaare modules full CRUD ke saath. Kam use karo.

Tip: Minimal permissions se start karo aur zarurat ke hisab se zyada add karo — access grant karna audit karne se zyada aasan hai ki kya revoke karna hai.

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